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“魏家宇宙”狂飙:靠供应链造快餐帝国?
Mei Ri Jing Ji Xin Wen· 2025-03-25 12:00
Core Viewpoint - The article discusses the rapid expansion of "Wei Family Universe," a restaurant empire built on a strong supply chain and cross-industry ventures, originating from a small cold noodle stall in Xi'an [1][2]. Group 1: Company Overview - Wei Family, officially known as Xi'an Huarong Wei Family Catering Management Co., Ltd., was founded by Wei Wenjun, who started with a street-side cold noodle stall over 20 years ago [1][3]. - The company has developed a diverse portfolio, including cold noodles, hamburgers, Hunan cuisine, Japanese cuisine, and convenience stores, with nearly 400 outlets nationwide [1][16]. Group 2: Supply Chain and Expansion Strategy - Wei Family established a centralized kitchen in 2016 to ensure standardized ingredient supply across its outlets, significantly enhancing production capacity [6][21]. - The company has ventured into convenience stores, combining retail and dining, with 46 convenience store locations in Xi'an [8][12]. - Wei Family has successfully entered the Western fast food market with its first hamburger store, "Wei Si Li," which has expanded to 28 locations across several provinces [12][15]. Group 3: Brand and Market Position - The "Wei Family Universe" is characterized by its affordable pricing and generous portions, making it a popular choice among consumers, often referred to as the local "Sally's" [1][17]. - The brand has gained significant traction on social media, with discussions and user-generated content driving awareness and interest, resulting in nearly 80 million views on related posts [23][25]. Group 4: Business Model and Ecosystem - Wei Family operates a vertically integrated business model, encompassing food production, logistics, and even construction, with over 30 affiliated companies across various sectors [28][33]. - The company has established a "base + farmer" model for sourcing raw materials, ensuring quality and cost-effectiveness [23][21]. Group 5: Challenges and Future Outlook - Despite its success, the company faces challenges related to its rapid diversification into non-core areas like health and wellness, which may strain service quality and brand coherence [33]. - The reliance on a single founder for decision-making may pose risks as the company seeks to scale nationally, potentially exposing it to operational vulnerabilities [33].
8元奶茶撬动1300亿市值,1杯柠檬水日赚近300万!资本为何爱喝这杯茶?
21世纪经济报道· 2025-03-08 14:56
2元一支的甜筒,均价8元的奶茶,撬动超1 3 0 0亿的市值,靠1杯柠檬水,每天从加盟商口袋掏 走近3 0 0万! 3月3日,蜜雪冰城在港交所上市,成为继奈雪的茶、茶百道、古茗后第四家上市的新茶饮企 业。蜜雪集团( 0 2 0 9 7 .HK)打破了新茶饮企业"上市即破发"的行业魔咒,截至3月7日收盘, 一 周累计上涨7 5 . 3 1%,市值突破1 3 4 8亿港元,1个蜜雪冰城市值=4 8个奈雪的茶。 ( 注 : 奈 雪 的 茶 最 新收盘 市值2 8 亿港元 ) | | 奈雪的茶 | 茶间道 | 合 古著 古容 | 23 25 7K1 | | --- | --- | --- | --- | --- | | 上市时间 | 2021年6月30日 | 2024年4月23日 | 2025年2月12日 | 2025年3月3日 | | 募资规模 ( ( ( ) ) | 50.94 | 25.86 | 18.13 | 34.55 | | 发行价 (港元/股) | 19.8 | 17.5 | 9.94 | 202.5 | | 二同直日股价 涨跌幅 | -13.54% | -26.86% | -6.44%% | 43.2 ...
商业头条No.64 | 蜜雪冰城决胜供应链
Zheng Quan Shi Bao Wang· 2025-03-04 07:25
朱老板的3月3日与过去几年的每一天没有什么大不同,她和她丈夫经营的蜜雪冰城店开在河南商丘一个 小城镇的"CBD"位置——镇中心一个十字路口的拐角。接近中午12点,当小镇人流渐旺,朱老板就会带 着人给"雪王"气模充气,巨大的拱门是她招徕客人的利器。 朱老板是造就了一次重要上市的一份子。3月3日,蜜雪集团在港交所正式上市,首日9点,蜜雪冰城股 价开盘262港元,比发行价202.50港元高开29.38%,收市价为290港元,市值达1093亿港元,在国内上市 餐饮企业中超越海底捞,仅次于百胜中国。 在近2万名加盟商的托举下,蜜雪冰城已经成为全球规模最大的现制饮品公司。 46479家——这是蜜雪冰城最新公布的全球门店数量。28年前,19岁的河南商丘人张红超开那家名为"寒 流刨冰"的冷饮店时,大概从未敢想过日后它会长成这样的庞然大物。 这个超级网络去年产出了90亿杯的出杯量,那些印着雪王高举冰淇淋微笑的杯子,连起来不仅可以绕地 球40圈,还能在地球和月球之间往返两次。 图片来源:蜜雪冰城 让资本市场疯狂的不仅是它庞大的门店数量,还有惊人的增长曲线。 1 朱老板是在新冠疫情期间的2020年加盟蜜雪冰城的。或许因为申请者众多 ...
蜜雪冰城:4万店之后的故事怎么讲?
雪豹财经社· 2025-03-03 01:54
雪王上市了 Fast Reading 作者 丨黎晓 1997年,张红超怀揣着奶奶给的3000元钱来到郑州,开出第一家"寒流刨冰"小店时,大概想不到这 个日后更名为"蜜雪冰城"的街边摊品牌,会在28年后成为资本市场的宠儿。 3月3日,蜜雪集团(以下简称"蜜雪冰城")登陆港交所。截至上午9:35,蜜雪冰城的股价较发行价上 涨逾30%,市值逾990亿港元,约为同在港交所上市的奈雪的茶、古茗、茶百道三家公司市值之和的 两倍。此前,这三家公司上市首日皆以跌破发行价收盘。 ■ 当喜茶们在一线城市用30元一杯的芝士葡萄争夺白领钱包时,蜜雪冰城在县城商业街用2元 冰淇淋、4元柠檬水和6元奶茶构建起另一个平行世界。 ■ 不缺钱却要储备余粮,不缺产能却要加码供应链,蜜雪冰城要在海外市场、三线及以下城市 续写4万店以后的故事。 ■ 有机构测算,假设按照新一线城市每2.9万人拥有一家蜜雪冰城的密度为标准,雪王在三线 及以下城市的门店总数将接近5万家。 当喜茶们在一线城市用30元一杯的芝士葡萄争夺白领钱包时,蜜雪冰城在县城商业街用2元冰淇淋、 4元柠檬水和6元奶茶构建起另一个平行世界。 如今,蜜雪冰城全球门店数达到45302家,超过星 ...